Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Allen Kaul is a financial advisor with Capital Client Group, Inc. in CARMEL, Indiana. Joel has been in the industry since December 2012. Joel has earned the Series 7TO, SIE, Series 6, and Series 24 licenses, as well as the Uniform Securities Agent State Law Examination. Joel is registered to provide securities services in Indiana. Joel is a previous employee of AMERICAN FUNDS DISTRIBUTORS, INC. in CARMEL, Indiana.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Recommending affiliate as investment adviser of sma assets
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
As agreed upon in a manner that covers registrant's costs
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2
IN
08/16/2021 - Present
Capital Client Group, Inc. (CARMEL IN)
IN
06/30/2006 - 03/12/2015
AMERICAN FUNDS DISTRIBUTORS, INC. (CARMEL IN)
BC
Issued 06/06/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2022
Series 24 - General Securities Principal Examination
BC
Issued 08/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/30/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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